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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,654 | $106,008-39.0% | $92,240-29.9% | $147,586-56.2% |
| Participation rate | 86.7% | 80.4%+6.3pp | 76.5%+10.2pp | 82.8%+3.8pp |
| Annual return | 14.11% | 50.05%-35.9pp | 176.29%-162.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $798 | $4,333-81.6% | $3,680-78.3% | $4,876-83.6% |
| Participant deferral / active EE | $4,378 | $4,478-2.2% | $3,897+12.3% | $5,439-19.5% |
| Admin fee / account holder | $5 | $6,333-99.9% | $5,194-99.9% | $10,886-100.0% |